Welcome to the RESOURCES pageOn this page you will find lots of valuable download sheets and templates that will help you progress as a project manager. You will find more leadership resources on The Power of Project Leadership's site.
You may want to start your journey by watching a talk on Project Leadership that I did for the DPM:UK a few years ago. Just click on the picture on the right. |
Speaking for the DPM:UK
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WINNER: PMI UK National Project Awards 2019 - Project Mgmt Literature Category
Fully updated, this edition goes deep into strategies to help you lead yourself and your team more effectively. The book goes beyond theory to give you practical tactics that you can use daily at work. Susanne makes it easy by stepping you through the 'keys' to leadership, and you can pick and choose the approaches you think will make the most difference with your team. - Elizabeth Harrin, FAPM, author of 'Project Manager' / Director, Otobos Consultants Ltd / The award-winning blogger behind GirlsGuideToPM.com 
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Webinar on Project LeadershipIn this thought provoking webinar, Susanne discusses the differences between management and leadership, and how it relates to you as a project manager. By employing field-proven strategies, she illustrates the process of shifting the managerial and task oriented mindset, into one of inspiration, motivation and collaboration.
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Webinar on managing stressIn this insightful webinar Susanne shares her own story, explaining how she almost faced burnout running a large business-critical project. She also shows you how you can avoid making the same mistakes by setting boundaries, listening to your body, delegating and focusing on activities outside of work that fuels your energy.
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Video blogsWatch this short video on How to Create an Innovative Team that I have recorded for ProjectManager.com
If you would like to watch more videos check-out my YouTube channel, my video page go to my library. |
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Coaching in the Project Environment - free guide from the APM
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"Coaching in the Project Environment" is a free download guide from the APM which spans 44 pages and covers mentoring vs coaching and how to select the right coach. I am one of the authors in conjunction with Robert Blakemore, Miles Huckle, Anthony Onabanjo and Carole Osterweil.
Click on the image to download your free copy. |
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TEMPLATES
Team Charter - template
Use this Team Charter to clarify the make-up, direction and boundaries of the team. This is not a template that should be filled in by the project manager in isolation, but a document developed with contributions from all team members.
| team_charter.pdf |
Milestone Tracker - template
Use this Milestone Tracker to capture and track the 10-15 most important milestones on your project. It creates clarity about who owns which milestones and what their status is. A great plan, tracker and communication tool in one.
| milestone_tracker.xlsx |
Project Review and Closure Report - template
Use this Project Review and Closure Report when you come to the end of your project. It guides you through the process of capturing lessons learnt as well as outstanding benefits and work items to be tracked after project closure.
| project_review_and_closure_report.doc |
Business Case - template
Use this Business Case template to provide the justification for the existence and continuation of your project. The document outlines the objectives, recommended solution, benefits, costs and investment appraisal of the project.
| business_case.doc |
Project Initiation Document (PID) - template
Use this Project Initiation template (or Project Definition Document) when you kick off your next project. It will help you ensure that a sound foundation is in place for your project. You can read more about Initiating and Planning your project here.
| project_initiation_document.doc |
Risk Register - template
Use this template to capture all your project's risks and issues. You can read more about risk management above and by checking out my blog here.
| risk_register.xls |
Steering Committee Meeting - template
Use this powerpoint template for conducting a flawless and impressive steering committee (or project board) meeting. You can read more about how to WOW your steering committee here.
| steering_committee_presentation.ppt |
Progress Update (Status Report) - template
Use the Project Progress or Status Report template as a weekly communicate progress to the project's senior stakeholders. The template consists of one page in Excel. You can read more about how to write a perfect progress report here.
| progress_reporting.xlsx |
Requirements Traceability Matrix - template
Use this template to capture all your project's requirements. To read more about how to effectively manage requirements, please refer to The Project Management Coaching Workbook.
| requirements_traceability_matrix.xls |
Daily Action Tracker - template
Use this template to capture actions that materialise from the meetings you hold on a daily basis. The template can be used to email out the actions and therefore also serves as meeting minutes >>
| actiontracker.xls |
Project Budget and Cost Tracking - template
Use this template to track your project's expenditure compared to budget. The Excel template contains 3 sheets; The 1st sheet helps you track the project's high level budget. The 2nd helps you track the detailed resource costs and the 3rd shows you how you can create burn-up charts for your project's actual spend versus budget >>
| project_budget_and_cost_tracking.xls |
Project Governance (roles and responsibilities) - template
Use this template to document and illustrate the governance structure and the roles and responsibilities on your project. Clarifying each person's role is a key ingredient in starting up your project and in ensuring that communication and execution will happen as effectively as possible >>
| project_governance.ppt |
User Acceptance Test Script - template
Use this template to keep track of all your project's test cases (or test scripts) and track their pass and failure rates as you progress through the testing stages. Especially useful during User Acceptance Testing (UAT) >>
| user_acceptance_test_scripts_-_template.xlsx |
Stakeholder Analysis Tool - template
Use this template to analyse and keep track of all the project's stakeholders so that you better understand what each stakeholder wants from you, what you want from them, and how to best address them. You can read more about managing stakeholders here.
| stakeholder_analysis_matrix.xls |
Product Breakdown Structure / Product Flow Diagram
Use this template to scope your project and to get an overview of what needs to be delivered. It's a great first step in creating a high level plan and also serves as an effective communication tool to your team and stakeholders. >>
| product_breakdown_structure.pptx |
Out of Office Schedule - template
Use this template to manually log all your team members holidays and out of office engagements so that everyone knows where everyone is >>
| out_of_office_schedule.xls |
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Electronic download pack to supplement The Project Management Coaching Workbook. Note that this pack will only make sense to you if you have already purchased the book itself. Purchased the book.
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Testimonials
"Sensational is how I always felt after my coaching sessions with Susanne. Her questioning, guidance and encouragement have provided some real breakthroughs and have injected me with so much drive, self-belief and overall confidence that I benefit from the coaching even to this day, months later. Susanne radiates nothing but positive energy and is simply an inspiration and pleasure to work with. Without doubt one of the best and certainly longest lasting investments I ever made for my professional career." —Birgit Oberlerchner, Project Manager
I got a promotion and the largest pay rise of my career to date
"I was initially sceptical about coaching, and viewed it as another possible contention for precious time, but as it was recommended by my boss, I figured I should give it a shot. Susanne was
engaging from the first session. Within a couple of sessions, I had a roadmap to my way out of my mess. The discussions were practical and Susanne was excellent at guiding me through my minefield of vented up emotions and mental sticking points. In the months that followed my sessions, I got a promotion and the largest pay rise of my career to date. I do not believe
this to have been achievable without my time spent with Susanne.” —Jean-Pierre Plowman
I got a promotion and the largest pay rise of my career to date
"I was initially sceptical about coaching, and viewed it as another possible contention for precious time, but as it was recommended by my boss, I figured I should give it a shot. Susanne was
engaging from the first session. Within a couple of sessions, I had a roadmap to my way out of my mess. The discussions were practical and Susanne was excellent at guiding me through my minefield of vented up emotions and mental sticking points. In the months that followed my sessions, I got a promotion and the largest pay rise of my career to date. I do not believe
this to have been achievable without my time spent with Susanne.” —Jean-Pierre Plowman
Read more testimonials here.
More Resources
Coaching Questions and the GROW Model
Coaching is a great way to empower your team members to be more proactive and to find the answers for themselves. If you are familiar with coaching and the GROW framework, you can use this overview document as a way to guide you through a coaching conversation - whether formal or informal - and to see which questions to ask when. This overview document contains specific questions to ask during a coaching conversation >>
| grow_coaching_questions.pdf |
The Power of Questions; How to instantly add more value
In order for you to become a leader, and not just a manager of tasks, events and processes, you must consistently ask questions – of yourself and others. When you ask questions you open up and invite discovery. You become a leader who explores better ways of doing things and who encourages others to share their opinions. This worksheet contains specific questions that will help you and your team to add more value >>
| the_power_of_questions.pdf |
Project Checklist - What have you overlooked?
Sometimes we are not sure where to begin and where to end. We are in the middle of a project and wish someone would come along with a checklist and help us pinpoint what we have overlooked – or at least tell us that we haven’t overlooked anything. Use the checklist below to see where you can improve >>
| project_checklist.pdf |
What Causes Poor Project Delivery and Failure?
In order for you to become as effective and successful a project manager as possible, you must learn to avoid some of the most common pitfalls for project failure. The first step is to understand why a large percentage of projects are late, come in over budget, or fall short of delivering the products they were designed to produce. Read more about the reasons for Project Failure here >>
| poor_project_delivery_and_failure.pdf |
Software Development Methodologies - Agile, Waterfall, or the middle ground
If you are running a software project, one of the main questions you are likely to come across is which development methodology to use. There are as many opinions on the subject as there are project managers and developers, with some keenly advocating an agile approach and others sticking to the traditional waterfall approach. Read more about how to choose the best methodology for your project here >>
| software_development_methodologies.pdf |
What to look for when recruiting a Project Manager
Do you need to hire a project manager? The below document helps you become aware of the type of person you need to hire and also highlights the traits, skills and attributes that are advantageous for a person who is to lead
a project >>
a project >>
| pm_recruitement.pdf |
Project Health Check for head of delivery
Are you responsible for project delivery in your department or organisation? Carry out the below Health Check to get a better understanding of where the organisation needs to improve >>
| projectdeliveryhealthcheck.pdf |
Improve your effectiveness as a Project Sponsor
Are you a project sponsor? Would you like to improve your effectiveness and feel more in control of the execution of your projects? Read this article to better understand the areas you need to focus on >>
| sponsor.pdf |